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GDS Unplugged Podcast

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Tax Traps That Could Be Costing You Thousands Every Year [Ep. 27]

We break down tax strategies for high-net-worth individuals, including common pitfalls around capital gains, passive income, charitable planning,...
Podcast

Understanding Risk Tolerance for Investments [Ep. 26]

In this episode of GDS Unplugged, we break down what asset allocation really means, how risk tolerance shapes investment decisions, and why factors...
Podcast

What Happens at 59½? Retirement Rules Explained [Ep. 25]

This conversation explores what truly changes at 59½, how in-service distributions work, and why this age may open up important tax and investment...
Podcast

GDS Unplugged Special: Ian Cauble

Master Sommelier Ian Cauble joins GDS Unplugged to unpack what it really takes to reach the top of the wine world, and how to enjoy wine without...
Podcast

Money, Marriage, and the Meaning of Financial Success [Ep. 24]

In this episode of Money, Marriage, and the Meaning of Financial Success, Glen and Robert explore why personal finance is far more personal than it...
Podcast

Avoid These Common Investing Mistakes Before They Cost You [Ep. 23]

In this podcast conversation, we unpacked the most common—and costly—missteps people make with their money and what they can do differently.
Podcast

20 Years as a Financial Advisor: Lessons Learned Along the Way [Ep. 22]

Discover key financial lessons from 20 years of experience as a financial advisor and learn how to make informed investment decisions grounded in...
Podcast

Market FOMO: The Silent Portfolio Killer (and How to Avoid It) [Ep. 21]

Markets are noisy. Algorithms reward trends. But history suggests that long-term success is often associated with discipline, diversification, and...
Podcast

Don’t Fall for This: The Truth Behind Invest Like the 1% Gimmicks [Ep. 20]

Discover the truth behind "Invest Like the 1%" gimmicks and learn why steady, disciplined investing often outperforms flashy, high-risk alternatives.
Podcast

Behind the Scenes of Financial Planning Software [Ep. 19]

Glen and Robert pull back the curtain on financial planning software, showing how inputs such as market assumptions, tax decisions, and income timing...
Podcast

Trending or Trapped? The Truth Behind Viral Financial Advice [Ep. 18]

From meme stocks and crypto hype to AI investing tools and private equity ads, Robert and Sebastian unpack what’s really happening behind the scenes,...
Podcast

Beyond the S&P 500: Why Index Funds Aren’t Always the Answer [Ep. 17]

Many investors default to a single broad index fund, often the S&P 500, because it’s simple and low-cost. In this episode, Glen and Robert discuss...
Podcast
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Showing 1 - 12 of 29 results